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Birnam Oak Advisors, Lp Top Holdings and 13F Report (2025)

About Birnam Oak Advisors, Lp

Investment Activity

  • Birnam Oak Advisors, Lp has $206.05 million in total holdings as of December 31, 2024.
  • Birnam Oak Advisors, Lp owns shares of 27 different stocks, but just 11 companies or ETFs make up 80% of its holdings.

Largest Holdings

VESTIS CORPORATION
$21,446,337
Hess
$17,997,583
ChampionX
$17,036,928

Sector Allocation

Map of 500 Largest Holdings ofBirnam Oak Advisors, Lp

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueShares Held% of PortfolioSector
iShares MSCI ACWI ETF stock logo
ACWI
iShares MSCI ACWI ETF
$32,994,000280,80016.0%Manufacturing
VESTIS CORPORATION
$21,446,3371,407,24010.4%COM SHS
Discover Financial Services stock logo
DFS
Discover Financial Services
$21,166,454122,18710.3%Finance
Hess Co. stock logo
HES
Hess
$17,997,583135,3108.7%Oils/Energy
ChampionX Co. stock logo
CHX
ChampionX
$17,036,928626,5888.3%Construction
Amedisys, Inc. stock logo
AMED
Amedisys
$15,832,233174,3837.7%Medical
HashiCorp, Inc. stock logo
HCP
HashiCorp
$12,281,390359,0006.0%Computer and Technology
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$11,122,92427,1005.4%ETF
The Interpublic Group of Companies, Inc. stock logo
IPG
Interpublic Group of Companies
$7,179,789256,2383.5%Business Services
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$6,799,20015,0003.3%Finance
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$6,433,40038,0003.1%ETF
ContextLogic Inc. stock logo
WISH
ContextLogic
$5,470,479778,1622.7%Consumer Cyclical
Rapid7, Inc. stock logo
RPD
Rapid7
$4,425,300110,0002.1%Computer and Technology
PALANTIR TECHNOLOGIES INC
$3,025,20040,0001.5%CL A
JPMorgan BetaBuilders Japan ETF stock logo
BBJP
JPMorgan BetaBuilders Japan ETF
$3,018,95055,0001.5%ETF
iShares Core MSCI Europe ETF stock logo
IEUR
iShares Core MSCI Europe ETF
$2,968,90055,0001.4%ETF
Vanguard FTSE Europe ETF stock logo
VGK
Vanguard FTSE Europe ETF
$2,856,15045,0001.4%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,742,37512,5001.3%Retail/Wholesale
AerCap Holdings stock logo
AER
AerCap
$2,392,50025,0001.2%Transportation
Microsoft Co. stock logo
MSFT
Microsoft
$2,107,5005,0001.0%Computer and Technology
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$1,908,80010,0000.9%ETF
ISHARES BITCOIN TRUST ETF
$1,750,65033,0000.8%SHS BEN INT
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$1,160,1604,0000.6%Basic Materials
Everi Holdings Inc. stock logo
EVRI
Everi
$918,68068,0000.4%Business Services
Bristow Group Inc. stock logo
VTOL
Bristow Group
$468,33213,6540.2%Transportation
Kohl's Co. stock logo
KSS
Kohl's
$280,80020,0000.1%Retail/Wholesale
iShares MSCI Japan ETF stock logo
EWJ
iShares MSCI Japan ETF
$268,4004,0000.1%ETF

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data